Activities/How to Add a New Activity - Revision history

J.collier: J.collier moved page Activities/HowtoAddaNewActivity to Activities/How to Add a New Activity

2012-12-06T15:07:48Z

2012-11-20T15:59:59Z

2012-09-27T09:08:42Z

2012-09-27T09:08:24Z

2012-09-27T09:07:44Z

2012-09-25T18:11:22Z

2012-09-25T18:11:01Z

2012-09-16T16:46:04Z

2012-09-16T16:45:25Z

2012-09-16T16:44:06Z

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-::[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
+The tabs at the top of the '''Schedule''' detail dialog box offer other powerful activity functions:
-{|class="wikitable"
+* '''Attendees''' allows you to select multiple people and populate their schedules with the same event.
-|-
-|'''''Note:'''''  Activities can be scheduled from any account detail screen in the upper right.  Activities can also be scheduled from the calendar as well as the Digital Dashboard above Quick Links,  Add New Activity.
+* '''Resources''' allows you to reserve conference rooms, equipment or other company resources. This list can be customized by your system administrator, with the proper room numbers and equipment names.
-|}
+* '''Attachments''' allows you to attach a document (e.g., an agenda for a meeting) so that all people scheduled for an event can open the document.
-::::::::3.	After the other information has been added, you can select the “Remind Me” and enter a date and time to receive a reminder of this appointment.
+At the bottom of the detail page are '''Options''' for setting activity reminders and sending email invitations to others.
-::::::::4.	Select the check box for “Send Email invitations” to send Email invitation to all individuals associated with this appointment.
+. Click on the '''Save & Close''' button to add this activity.
-|}
+Return to [[Activities]]

@@ Line 18: / Line 18: @@
 ::::::::4.	Select the check box for “Send Email invitations” to send Email invitation to all individuals associated with this appointment.
-:::: {|class="wikitable"
+::::{|class="wikitable"
 |-
 |'''Note:'''  You may also schedule additional attendees, re-sources, make the activity “Recurring,” or even add attach-ments to our activity for others to view by utilizing the tabs above the Schedule an Activity dialog.

@@ Line 18: / Line 18: @@
 ::::::::4.	Select the check box for “Send Email invitations” to send Email invitation to all individuals associated with this appointment.
-::::{|class="wikitable"
+:::: {|class="wikitable"
 |-
 |'''Note:'''  You may also schedule additional attendees, re-sources, make the activity “Recurring,” or even add attach-ments to our activity for others to view by utilizing the tabs above the Schedule an Activity dialog.

@@ Line 18: / Line 18: @@
 ::::::::4.	Select the check box for “Send Email invitations” to send Email invitation to all individuals associated with this appointment.
-{|class="wikitable"
+::::{|class="wikitable"
 |-
 |'''Note:'''  You may also schedule additional attendees, re-sources, make the activity “Recurring,” or even add attach-ments to our activity for others to view by utilizing the tabs above the Schedule an Activity dialog.

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 Add an activity by clicking on the Activities Module then the “New” button and filling in information in the “Schedule” dialog.
-−
 ::[[File:ScreenHunter_08 Sep. 25 13.47.jpg|left]]
@@ Line 20: / Line 20: @@
 {|class="wikitable"
 |-
-|::::::::'''Note:'''  You may also schedule additional attendees, re-sources, make the activity “Recurring,” or even add attach-ments to our activity for others to view by utilizing the tabs above the Schedule an Activity dialog.
+|'''Note:'''  You may also schedule additional attendees, re-sources, make the activity “Recurring,” or even add attach-ments to our activity for others to view by utilizing the tabs above the Schedule an Activity dialog.
 |}
 ::::::::5.	Click on the “Save and Close” button to add this activity.

← Older revision	Revision as of 15:07, 6 December 2012
(No difference)

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 ::::::'''''Step-by-Step'''''
-[[File:image050.gif|left]]
+::[[File:image050.gif|left]]
 ::::::::1.	From any Activity view, click on the “New” button.  The “Schedule” dialog will appear

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 [[File:image004.gif|left]]
-::::::''''''Step-by-Step''''''
 [[File:image050.gif|left]]